兄弟 你敢信？ Waymo已經讓 乘客“躺赢”了 380万小时 的私人时间 这不是梦 是2025年 真实数据！ 但Elon昨晚 在X上直接怼 Waymo沒機會 和我們對抗 Tesla一出场 就能秒杀！ 你猜谁會赢？ Waymo每周 45万個订单 2500辆车 日夜狂奔 安全数据碾压 人类91% 重伤事故 但马斯克的 杀手锏是 端到端AI 纯摄像头 零硬件依赖 数据狂飙 65亿英里 Waymo 就好像 全副武装 的特种兵 稳但是贵 Tesla呢？ 就像病毒大军 成本腰斩到 每英里1刀 全球随便开 这場 Robotaxi戰爭 剛剛打響 Waymo 在秀肌肉 马斯克 在憋大招 你站哪边？ 评论區告诉我！. ...

FSD (Full Self-Driving) Performance - Tesla FSD 14.2 provides a driving experience comparable to a professional chauffeur service [1] - The system navigates traffic with authority and prioritizes passenger comfort [1] - FSD 14.2 executes turns with precision and confidence [1] - Testers describe the driving experience as "sentient" after a short period [1] User Experience - The system offers a VIP luxury experience [1] - The driving experience is smooth and refined [1]

Ross Gerber, co-founder of investment firm Gerber Kawasaki, has weighed in on the progress made by Elon Musk‘s Tesla Inc. (NASDAQ:TSLA) , as well as Robotaxi rival Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo in the Robotaxi and self-driving sectors.Tesla FSD v14.2 Impressed Ross GerberTaking to the social media platform X on Thursday, Gerber shared his experiences with the FSD system, saying that the technology "drives much better than before." However, the investor did concede that there were still ...

Now a new wave is rising. Agentic AI systems capable of reasoning, planning and using tools from coding assistants like cursor and quad code to radiology tools like ID do legal assistants like Harvey and AI chauffeers like Tesla FSD and Whimo. These systems mark the next frontier of computing.The fastest growing companies in the world today. Open AI, Anthropic, XAI, Google Cursor, Lovable, Replet, Cognition AI, Open Evidence, A Bridge, Tesla are pioneering agentic. ...

RT Muskonomy (@muskonomy)🚨NEWS: Andrej Karpathy just reviewed Tesla FSD on his new Model X and he’s blown away.He called it “basically a flawless drive,” saying the car handled complex city scenarios perfectly and that FSD now feels “smooth, confident and far ahead of anything before.” https://t.co/lGSDwL7P4C ...

Core Insights - Whimo has expanded its operations to freeways in San Francisco, Phoenix, and Los Angeles, marking a significant step in the evolution of autonomous driving [1][3] - The shift to freeway driving is crucial for making autonomous vehicles mainstream, as it allows for longer, more efficient trips compared to urban driving [2][3] - Whimo's operational model focuses on building a network rather than just a map of test zones, which could lead to a national driverless network [3][4] Company Performance - Whimo has logged over 100 million miles of driving, significantly outpacing Tesla's 1 million miles, highlighting its advanced operational capabilities [4] - Alphabet, Whimo's parent company, has a forward PE ratio of 28, contrasting sharply with Tesla's 240, indicating that Whimo is delivering on its promises at a larger scale [5][4] Industry Context - The transition to freeway driving represents a major economic shift for the autonomous driving industry, as it enhances the value of rides and reduces inefficiencies associated with urban driving [2][3] - The successful implementation of autonomous driving on highways is seen as a critical milestone, with high stakes involved in ensuring safety and technology reliability [7][8]

Core Insights - The article discusses the catalysts that drive stock price movements, emphasizing that new information and expectations about the future are key factors rather than historical performance or perceived cheapness of stocks [1] Group 1: Tesla's Growth and Challenges - Tesla, under CEO Elon Musk, has transformed from a startup to the largest automaker by market cap, showcasing disruptive growth through innovation and risk-taking [2][3] - Despite facing numerous challenges, including SEC lawsuits and political backlash, Tesla's stock has appreciated approximately 36,000% since going public, gaining in 14 of its 16 years as a public company [3] Group 2: Future Catalysts for Tesla - 2026 is projected to be a pivotal year for Tesla, with several significant product launches and innovations expected to drive growth [4][5] - Key catalysts include the rollout of the Tesla Robotaxi and Full Self-Driving (FSD) technology, which Musk believes could quintuple Tesla's valuation [5][6] - The production of the Optimus humanoid robot is anticipated to contribute significantly to Tesla's revenue, potentially comprising 80% of it in the long term [9] - Tesla Energy, particularly the Megapack, has seen substantial growth, with deployments increasing by 84% year-over-year, indicating a strong market for energy storage solutions [10][14] - Tesla is developing a new chip that is 40 times faster than its previous version, aimed at enhancing its AI capabilities across various products [15] - Musk hinted at the development of a flying car, which could be a major product unveiling for the company [16] Group 3: Market Position and Strategy - Tesla's strategy includes diversifying its offerings beyond electric vehicles, positioning itself as a leader in AI and energy solutions [17] - The company is also exploring new revenue streams, such as entering the insurance market related to its robotaxi service [8]

Group 1: Economic Context - The U.S. government shutdown is now in its second week, prompting investors to seek alternative economic reports to assess the economy's state [3] - The shutdown has implications for various sectors, as it may affect government services and economic data releases [3] Group 2: Company Developments - AMD has secured a multi-year deal to supply AI chips to Microsoft-backed OpenAI, resulting in a surge in AMD's stock price [4] - Boeing is preparing to increase the output of its 737 MAX aircraft this month, indicating a potential recovery in the aviation sector [9] - Stellantis is planning a $10 billion investment into its U.S. operations, reflecting confidence in the American market [8] Group 3: International Trade Dynamics - China is reportedly using barter trade to acquire Iranian oil and metals, circumventing Western sanctions, with state-backed companies involved in infrastructure projects in Iran [5][6] - The barter system involves Chinese state-owned insurer Sinosure and a financing mechanism called Chuxin, facilitating significant oil payments for infrastructure development [6] - Additionally, half-built cars from China are being shipped to Iran in exchange for Iranian copper and zinc, showcasing a complex trade relationship [7]

Technology & Performance - Tesla FSD (Supervised) is described as an incredible piece of tech, almost unreal [1] - The reviewer drove almost 700 km over 5 days with zero interventions on multiple 70+ km trips [1] - Tesla FSD handled almost all routes similar to what the reviewer would normally do [1]

Core Insights - The 2025 International Automotive Intelligent Cockpit Conference was held in Suzhou, focusing on AI-enabled cockpit innovation and the future ecosystem of human-vehicle interaction [1] - The conference featured discussions on key technologies, international standards, and talent cultivation in the intelligent cockpit sector, with participation from 800 experts and representatives [1][3] Industry Development - The global automotive industry is undergoing a historic transformation driven by technology and innovation, with China's intelligent cockpit sector leading due to its technological and market advantages [3] - The future development of intelligent cockpits requires a strong foundation in core technologies like cockpit models and high-performance chips, emphasizing user-centric design and international collaboration [3] Regional Insights - Jiangsu Province, as a major automotive industry cluster, has established a complete innovation system in areas like vehicle-mounted chips and intelligent cockpit solutions, positioning Suzhou as a key player in the intelligent connected vehicle sector [3] - The establishment of the Yangtze River Delta Technology Exchange Center is a result of strategic cooperation between the China Automotive Engineering Society and the Suzhou government, aimed at enhancing regional automotive industry development [4] Research Findings - The average score for intelligent cockpit evaluations reached 6.78, with most models scoring above 6, indicating significant advancements in technology and consumer experience [5] - The report on the intelligent cockpit standard system aims to establish a framework by 2026 and to lead global standards by 2035, filling gaps in key technology standards [5] Technological Innovations - The integration of technologies like Tesla's FSD and China's "vehicle-road-cloud" model is highlighted, with a focus on cost-effective solutions and the need for clearer business models in the intelligent connected vehicle sector [6] - New network security solutions, such as the Multi-Identification Network (MIN), are proposed to enhance data security and privacy in intelligent cockpits [7] User Experience and Interaction - The concept of "happy space" is introduced by Li Auto, emphasizing the role of intelligent cockpits in differentiating automotive brands through advanced interaction systems [8] - Companies like Zebra Zhixing are focusing on user value-driven transformations in intelligent cockpits, leveraging AI to create personalized user experiences [8] Future Directions - Unity's advancements in 3D real-time rendering technology are set to enhance intelligent cockpit functionalities, including music visualization and interactive navigation [9] - The industry is moving towards a more human-centered approach in cockpit design, exploring new applications like in-car gaming and meditation spaces [9]